in other words, if you think graham and dodd is the only form of discipline, then i ask what is that worth to you? what has that made you? isn't it a discipline that makes you more than a discipline that doesn't? good question, right? here is the bottom line. this business is about making money, not having the most elegant theory. and at the end of the day, that's the real reason that these guys own amazon. you don't have to do it, but at least understand why they do. pat in new york, pat? >> caller: hi, jimmy cramer. how you? >> choking, but fine. how you? >> caller: boo-yah. i'd like to thank you for all of the advice you have given us in helping us to make a few dollars now and then. >> thank you. thank you. >> caller: i heard something today about groupon being changed from a buy to neutral. what do you think about that? >> i don't know. it was a downgrade based on valuation. i think groupon is making a comeback. but remember, this stock has just gone up mightily. and now it's starting to slip back. and i think there is guys, there is a lot of analysts out there frankly who are l